Offers scholarships to Lake County students as motivation to graduate high school and attend college. Serves as a mentor and resource center to ensure nonprofits can effectively provide services to our community. Assists donors with planning how to invest and manage their charitable assets. Collaborates with local leaders to solve problems and enhance residents quality of life. Provides grants to organizations servicing the Lake County community.

Goal 1: Meet Future Collaborators (one sentence) Goal 2: Review Numerous Grant Opportunities Goal 3: Discuss The Think Tank as cool as it sounds Goal 4: Review the Grant Process – online, site visit, report Goal 5: Fundraise on Legacy’s website 5 GOALS 60 MINUTES 5 GOALS 60 MINUTES

HOW CAN WE HELP YOU? Grants of up to $2,000 For one or multiple organizations Rolling application process, notification within 30 day Capacity Building & Training Programming that relates to a measurement of improved economic, social, or environmental well being. Lake County = a home where citizens want to live, work, and play. Collaborative efforts prioritized Grants due March 1 and September 1 Transform Lake County Grants from the John S. and James L. Knight Fund Grants for organizations bringing residents together to collectively address issues they identify as important and to take action in ways they themselves deem appropriate Rolling application process, notification within 90 days Informed & Engaged Urban Communities Grants from the Maria Reiner Senior Citizens Fund Supporting a vibrant senior community in Hobart Grants due March 1 and September 1 Supporting Hobart Seniors Neighborhood Announcement COMING 2013 Collaborative efforts targeting localized needs Awarded annually Neighborhood Spotlight The Right Grant at the Right Time

HOW CAN WE HELP YOU? Grants of up to $2,000 For one or multiple organizations Rolling application process, notification within 30 day Capacity Building & Training Programming that relates to a measurement of improved economic, social, or environmental well being. Lake County = a home where citizens want to live, work, and play. Collaborative efforts prioritized Grants due March 1 and November 1 Transform Lake County Grants from the John S. and James L. Knight Fund Grants for organizations bringing residents together to collectively address issues they identify as important and to take action in ways they themselves deem appropriate Rolling application process, notification within 90 days Informed & Engaged Urban Communities Grants from the Maria Reiner Senior Citizens Fund Supporting a vibrant senior community in Hobart Grants due March 1 and November 1 Supporting Hobart Seniors Neighborhood Announcement COMING 2013 Collaborative efforts targeting localized needs Awarded annually Neighborhood Spotlight The Right Grant at the Right Time Lake County a home to informed & engaged citizens who thrive in the region where they live, work & play. Lake County a home to informed & engaged citizens who thrive in the region where they live, work & play.

Your Nonprofit Mentor and Resource Center Through the Think Tank, Legacy staff act as mentors and resource providers to assist you with problem solving and to enhance your ability to deliver quality services to our community. Meeting Required before submitting a grant application to Legacy Foundation For More Information

NEED: Lake County families are struggling to make ends meet. ACTIVITIES: Our organization provides food to families each week, we need funds to purchase food. EVALUATE: We will evaluate our program by how many families receive food each week. FUNDING: We hope to attract new donors as the community hears about what we do. NEED: Right now, 1 in 4 American children go to sleep hungry, thousands of those children are located in Lake County. In the past two years, our clients have increased from an average of 20 clients per week to 50 clients, this means we have the same amount of money we had for 20 clients but many more clients in need. ACTIVITIES: At our organization, we help families gain access to nutritious food by providing 20 pounds of groceries each week to 50 families and hosting classes on nutrition taught by IUN nursing students. EVALUATION: We will evaluate our program by determining how many weeks each family needs food assistance from us and see if the number of weeks decreases over time as we work with them to access government assistance for food stamps, housing, and employment. FUNDING: We have asked Legacy Foundation, United Way, and the Northwest Indiana Food Bank to work with us to ensure Lake County families have food. We are also sending a letter requesting support from individuals who volunteer with or donate to us.

Resources (Inputs) List the human, financial, organizational, and community resources and partnerships needed o operate your program. Resources: Example: 1 college exam prep teacher Example: 100 SAT prep books Example: Classroom space Partners/ Collaborators: Resources (Inputs) List the human, financial, organizational, and community resources and partnerships needed o operate your program. Resources: Example: 1 college exam prep teacher Example: 100 SAT prep books Example: Classroom space Partners/ Collaborators: Long-term outcomes (Years 4-6) How is the community going to change because individuals are participating in activities. Example: high school test scores improve as enrollment in program increases Example: high school student enrollment increases as students see their peers succeed Long-term outcomes (Years 4-6) How is the community going to change because individuals are participating in activities. Example: high school test scores improve as enrollment in program increases Example: high school student enrollment increases as students see their peers succeed Measurable outputs State the projected amount of activities you will accomplish. Example: 20 SAT prep classes over 4 weeks Example: 40 one on one college counseling sessions – one with each participant Example: students increase practice test scores by 10% Activities Briefly explain what you will do with the resources to meet your program goals. SAT prep classes one on one college counseling sessions Practice SAT before class begins Practice SAT when classes conclude Activities Briefly explain what you will do with the resources to meet your program goals. SAT prep classes one on one college counseling sessions Practice SAT before class begins Practice SAT when classes conclude Program Goals (Impact): How will the Lake County community change because of this program/proj ect. Example: Lake County students graduate high school and attend college in record numbers. Program Goals (Impact): How will the Lake County community change because of this program/proj ect. Example: Lake County students graduate high school and attend college in record numbers. Administrative oversight: Name the organizations and individuals requesting status reports for the project (funders, fiscal agent, board ) Administrative oversight: Name the organizations and individuals requesting status reports for the project (funders, fiscal agent, board ) Short-term outcomes (Years 1-3) What is going to change for activity participants or clients because you accomplished the planned activities. Example: students increase understand the path to college (ask questions before program begins to see what measure what they know at the start and end of the program) Example: students apply to colleges increase by a certain percentage Example: number of program participants attending college increases by a specific percent. Organization Name LOGIC MODEL – Relating Program Activities to Community Impact

As important as the grant. Be honest, not every project is a glowing success but we learn from it and we improve. Just explain that. Done Well: The best way to build your reputation with the community foundation. Forgotten or Done Poorly: The best way to jeopardize your next grant.

Nonprofit Capacity Questionnaire Evaluating Your Capacity Organization Name _____________________________________________________Date_______________________ 1. Our organization has 501©3 or other charitable tax status.YesPendingNo 2. We have a sufficient number of members on our board of directors. #_____YesIn processNo 3. We are registered with the state regulatory authority if required.YesIn processNo 4. Our staff members have appropriate qualifications.YesPendingNo 5. We have an organizational strategic plan.YesIn processNo 6. We have mission and vision statements written and approved by the board.YesIn processNo 7. We have organizational and program cases for support.YesIn processNo 8. We are in compliance with annual filing requirements under relevant state nonprofit corporation or other state and federal statutes for all states where we operate and fundraise. YesIn processNo 9. We hold regular board meetings and take minutes at those meetings.YesIn processNo 10. We have written employment policies.YesIn processNo 11. We share financial statements with our board and we have our financials audited by an independent firm each annually.YesIn processNo 12. Our CEO provides good management, is well respected in the community, and is involved with cultivation and solicitation of donors. YesSomeNo 13. Our board members receive orientation and director's handbooks.YesSomeNo 14. Our board is compromised of a good mix of diverse backgrounds; they have the skills and talents needed by our organization; they have influence and affluence; they contribute financially; and they understand their role. YesSomeNo 15. Our board committees have written guidelines and are active.YesIn processNo 16. We have board and staff members complete conflict of interest policies.YesIn processNo 17. We have an investment policy that is regularly reviewed by the board.YesSomeNo 18. We have systems designed to produce accounting checks and balances.YesIn processNo 19. We require multiple authorizations for money transfers above a specified amount.YesIn processNo 20. We have a document retention policy reviewed by a qualified attorney.YesIn processNo 21. We regularly review our insurance needs.YesIn processNo 22. We have developed measures that the board and contributors can use to assess whether the organization is achieving its mission. YesIn processNo 23. We acknowledge gifts within 72 hours.YesSomeNo 24. We have an effective website.YesIn processNo 25. We have a gift acceptance policy and procedure manual in place.YesUsuallyNo 26. We have all the necessary office equipment we need.YesSomeNo 27. We publish and distribute an annual report including names of donors.YesSomeNo 28. We have volunteer training and provide a volunteer handbook.YesSomeNo 29. Our board and staff receive continuing education on a regular basis.YesIn processNo 30. We have a planned giving program in place.YesIn processNo Financial Information - data verified during the site visit Total Operating Expenses Total Program Expenses Total Income Received Individual Contributions Received Grant Dollars Received Endowment Balance

Organization Name Grant Number Report Date Amount Spent – itemized and totaled expenses as outlined in the Grant Implementation Guide. Logic Model with actual rather than projected outputs and short term outcomes. Explanation of successes and challenges did you encounter with the implementation of this grant? How did they strengthen your organization? Quote, testimonial, and/or photo (only if you have a signed waiver for photographed on file) if you would like Legacy Foundation to highlight your organization in our communications. Please attach samples of publicity or press coverage for the grant, hyperlinks are accepted in lieu of paper copies of coverage. How does Legacy Foundation do a good job of supporting your organization? How can Legacy Foundation better support your organization? Does your organization utilize Legacy Foundation – Give in Lake County online fundraising platform? YES or NO

QUESTIONS?

Complete the session evaluation at Create a timeline for writing and submitting the grant so that you do not miss the deadline Reach out to Legacy Foundation staff for assistance at or